Informational Briefing Department of Education Patricia Hamamoto Superintendent January 2007 Copyright © 2007 Hawaii State Department of Education Background Material SY 2005-2008 Strategic Plan Superintendent’s Annual Report Annual Financial Report Copyright © 2007
Download ReportTranscript Informational Briefing Department of Education Patricia Hamamoto Superintendent January 2007 Copyright © 2007 Hawaii State Department of Education Background Material SY 2005-2008 Strategic Plan Superintendent’s Annual Report Annual Financial Report Copyright © 2007
Slide 1
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 2
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 3
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 4
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 5
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 6
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 7
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 8
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 9
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 10
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 11
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 12
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 13
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 14
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 15
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 16
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 17
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 18
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 19
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 20
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 21
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 22
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 23
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 24
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 25
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 26
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 27
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 28
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 29
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 30
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 31
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 32
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 33
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 34
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 35
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 36
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 37
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 38
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 39
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 40
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 41
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 42
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 43
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 44
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 45
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 46
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 47
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 48
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 49
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 50
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 51
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 52
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 53
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 54
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 55
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 56
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 57
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 58
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 59
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 60
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 61
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 62
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 63
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 64
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 65
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 66
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 67
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 68
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 69
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 70
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 71
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 72
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 73
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 74
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 75
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 76
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 77
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 78
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 79
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 80
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 81
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 82
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 83
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 84
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 85
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 86
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 87
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 88
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 89
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 90
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 91
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 92
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 93
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 94
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 95
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 96
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 97
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 98
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 99
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 100
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 101
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 102
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 103
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 2
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 3
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 4
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 5
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 6
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 7
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 8
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 9
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 10
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 11
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 12
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 13
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 14
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 15
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 16
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 17
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 18
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 19
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 20
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 21
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 22
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 23
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 24
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 25
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 26
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 27
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 28
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 29
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 30
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 31
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 32
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 33
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 34
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 35
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 36
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 37
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 38
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 39
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 40
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 41
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 42
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 43
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 44
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 45
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 46
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 47
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 48
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 49
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 50
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 51
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 52
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 53
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 54
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 55
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 56
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 57
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 58
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 59
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 60
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 61
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 62
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 63
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 64
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 65
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 66
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 67
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 68
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 69
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 70
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 71
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 72
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 73
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 74
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 75
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 76
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 77
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 78
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 79
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 80
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 81
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 82
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 83
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 84
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 85
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 86
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 87
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 88
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 89
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 90
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 91
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 92
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 93
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 94
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 95
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 96
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 97
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 98
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 99
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 100
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 101
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 102
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103
Slide 103
Informational Briefing
Department of Education
Patricia Hamamoto
Superintendent
January 2007
Copyright © 2007 Hawaii State Department of Education
Background Material
SY 2005-2008
Strategic Plan
Superintendent’s
Annual Report
Annual Financial
Report
2
Copyright © 2007 Hawaii State Department of Education
Mission of Public
Education/ Department of
Education
To prepare:
• A literate citizenry for a democratic society
•A skilled workforce for tomorrow
Copyright © 2007 Hawaii State Department of Education
Vision of the Public School Graduate
All public school graduates will:
• Realize their goals and aspirations
• Have attitudes, knowledge and skills to
contribute positively to and compete in a
global society
• Exercise the rights and responsibilities of
citizenship
• Pursue post-secondary education or careers
without need for remediation
2005-2008 DOE Strategic Plan, page 1
4
Copyright © 2007 Hawaii State Department of Education
General Learner Outcomes
• Responsible for one’s own learning
• Work well with others
• Engage in complex thinking and problem
solving
• Recognize quality performance and produce
quality products
• Communicate effectively
• Use a variety of technologies effectively and
ethically
2005-2008 DOE Strategic Plan, page 1
5
Copyright © 2007 Hawaii State Department of Education
Student Priorities
Act 238 (2000)/Act 51 (2004)
• Achievement
• Civic Responsibility
• Safety and Well-being
6
Copyright © 2007 Hawaii State Department of Education
Strategic Plan Alignment
Goal 1: Improve student achievement
through standards-based education.
Goal 2: Provide comprehensive support for
all students.
Goal 3: Continuously improve performance
and quality.
For every goal, a set of measurable
7
targets is defined
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
8
Copyright © 2007 Hawaii State Department of Education
Number of Public Schools
2006-07
Total
Elementary *
Middle/Intermediate *
High *
Charter
Special
Complex Areas
284
180
42
33
27
2
15
* Each summarized level includes multi-level schools where the lowest grade is
represented.
9
Copyright © 2007 Hawaii State Department of Education
Official
Student Enrollment Count
2006-07
Regular
Charter
173,556
5,678
179,234
K-6 grades
86,173
3,109
89,282
7-8 grades
22,776
1,010
23,786
9-12 grades
45,996
1,140
47,136
K-6 grades
7,901
200
8,101
7-8 grades
3,154
112
3,266
9-12 grades
7,556
107
7,663
Total
Total
Regular Education
Special Education
Fall 2006
10
Hawaii’s progress in
Student Achievement
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Reading
Reading - Percent Proficient
120%
100%
100%
80%
45%
86%
48% 47%
72%72%
42%
41%
58% 58%58%
44%
60%
44%
44%
30% 30%30%
40%
Plan
Actual
20%
"0
102
"0 "
203
"0 "
30
"0 4"
40
"0 5"
50
"0 6"
60
"0 7"
70
"0 8"
80
"0 9"
91
"1 0"
011
"1 "
112
"1 "
21
"1 3"
314
"
0%
School Year
12
Copyright © 2007 Hawaii State Department of Education
Hawaii State Assessment Data
for Math
Mathematics - Percent Proficiency
120%
100%
100%
80%
20% 20%
60%
40%
20%
23%
24%
27%
82%
64%64%
46%46%46%
Plan
Actual
28%28%28%
10%10%10%
"0
10
"0 2"
20
"0 3"
30
"0 4"
40
"0 5"
506
"0 "
60
"0 7"
70
"0 8"
80
"0 9"
910
"1 "
011
"1 "
11
"1 2"
21
"1 3"
314
"
0%
School Year
13
Copyright © 2007 Hawaii State Department of Education
Middle School Math
has been a bright spot!
Hawaii State Assessment Math Middle
Grades
Percent Proficient
35
30
25
25
29
28
25
23
20 20
17
20
15
10
2003
2004
2005
2006
5
0
Grade 6
Grade 7
Grade 8
14
Copyright © 2007 Hawaii State Department of Education
Poverty is the single predictive
indicator for poorer performance
Percent Proficient
Hawaii State Assessment
Reading 2005 and 2006
70
60
58
Percent Proficient 2005
Percent Proficient 2006
57
48
50
36
40
47
35
30
20
10
0
Not Poor
Poor
Overall
15
Copyright © 2007 Hawaii State Department of Education
Poverty factor
Hawaii State Assessment
Math 2005 and 2006
Percent Proficient
40
35
32
Percent Proficient 2005
Percent Proficient 2006
34
30
24
25
20
15
27
17
15
10
5
0
Not Poor
Poor
Overall
16
Copyright © 2007 Hawaii State Department of Education
There are good things happening within
the DOE
Examples of excellence are
emerging…
Copyright © 2007 Hawaii State Department of Education
Palolo Elementary, Lanakila Elementary
and Jarrett Middle Schools have
relatively high levels of poverty
100
90
80
70
60
50
40
30
20
10
0
93.9
68.6
60.8
34.4
26
11.5
Poor
ESL
7.3
16.6
6.6
Palolo
Lanakila
Jarrett
SPED
ESL= English as a Second Language
SPED = Special Education
18
Yet Growth in Student Achievement
is
commendable!
3rd and 5th Grade Achievement Hawaii State Assessment - Palolo
50
40
30
42.5
32.529.4
36.7
31.1
23.4 20.5
17.8
20
11.8
6.1
9.1
8.5
10
0
8th Grade Achievement - Hawaii
State Assessment - Jarrett Middle
58.2
60.0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
40.0
36.4
20
45.2 40.9
27.1
20.0
8.3 10.9
51.1
27.0
9.5
0.0
SY 03-04
SY 04-05
Reading
60
40
32.5
22.5
20.0
3rd and 5th Grade Achievement Hawaii State Assessment - Lanakila
50.0
SY 05-06
Math
49.0
30.6
17.4
4.8
0
SY 03-04
Reading- 3rd
SY 04-05
Math-3rd
SY 05-06
Reading-5th
Math 5th
19
What works for these
schools?
Believe strongly that their kids can
learn
Focus on meeting HSA* goals
Deliver rigorous standards-based
instruction
Do whatever it takes for their kids
to meet the goals!
*Hawaii State Assessment
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
21
Copyright © 2007 Hawaii State Department of Education
Achievement
Safety & Well-being
•
•
•
•
•
•
•
•
High School Redesign
Highly Qualified Teachers
Academic/Financial Planning
Principal Leadership training
Improving School Community Councils
Facilities and Repair and Maintenance
BOE Safety Ad-Hoc Committee
Service Reporting
Civic Responsibility
Accountability and Transparency
Information Technology Support
22
Copyright © 2007 Hawaii State Department of Education
Achievement Initiatives:
• High School Redesign
– Rigorous standards based education in all
classrooms
– Improve transition of middle school students
– Data driven decision making
– Leadership capacity building through collaboration
– Extended Learning Communities through
partnerships
23
Achievement Initiatives:
• Recruitment & Retention of Highly
Qualified Employees
– NCLB-Title IIa- Highly Qualified Teachers
– Highly effective teacher = student learns
– Principal Leadership training
– Shortage of qualified employees
– Streamlining OHR Processes
24
Copyright © 2007 Hawaii State Department of Education
Leverage strategy - Teacher Retention in
the first 5 years!
General Education Teacher Exits by Years of Service
250
237
200
# of Exits
182
162
150
110
100
69
57
50
0
1
3
5
49
42
3737
31
31
31
29
28
28
252419
25
24
24
17
16
16
14 151014 8 9 11 9 14
7 7
7863113 1
4
0
7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45
Years of Service
Alignment with NCLB and Highly Qualified Teacher strategy!
25
Safety and Well Being Initiatives:
Facilities and Repair & Maintenance
• Need to maintain adequacy of CIP funds
–
–
–
–
–
New schools, Additions
Replacement/ Renovation
Electrical upgrades and air conditioning
Compliance (ADA, EPA, Gender Equity)
Major Repair and Maintenance
• New CIP Allotment process
• Under-utilized schools
• Minor Repairs and Maintenance
26
Copyright © 2007 Hawaii State Department of Education
School Work Order Progress
July 2005 - May 2006
3000
2000
1500
1000
500
8-May
17-Apr
3-Apr
20-Mar
6-Mar
20-Feb
6-Feb
23-Jan
9-Jan
29-Dec
24-Oct
10-Oct
26-Sep
12-Sep
29-Aug
15-Aug
1-Aug
0
18-Jul
Work Orders
2500
Date
WO Received
WO Completed
WO Outstanding
Copyright © 2007 Hawaii State Department of Education
Safety and Well-being Initiatives:
(Continued)
• BOE Ad-Hoc Safety taskforce
recommendations
• Food Services/ Student Meals
• Student Transportation
28
Copyright © 2007 Hawaii State Department of Education
Civic Responsibility Initiatives:
•
•
•
•
Community Service
Kids Voting Hawaii
Joint Ventures Education Forum
Volunteers, Non-Profit Community
Organizations, 3Rs
• Faith Based Partnerships
• Business Partnerships
29
Copyright © 2007 Hawaii State Department of Education
Accountability and Transparency
Student
Data
SCC*
Academic Plan
Financial Plan
Academic/Financial Plan Approval
Resource Allocation and Monitoring
Schools
Complex Areas
State Level
Financial Systems development
Transparency
Monthly reporting
Variance Analysis and Resolution
Effective Use of Resources
*School Community
Councils
30
Accountability and Transparency
• Superintendent is committed to student
achievement through regular student
assessments and early intervention
– A school in “Restructuring” must assess students four
times per year, with one time being the Hawaii State
Assessment (HSA)
– All other schools must assess students three times per
year, with one time being the Hawaii State Assessment
(HSA)
31
Information Technology Support
Schools
System
Student
Staff
$$$
eSIS – Electronic
Student Information
System
eCSSS- Comprehensive
Student Support System
Human Resources Sys
•Time and Attendance
•Streamlining
Financial Information
Systems
32
Copyright © 2007 Hawaii State Department of Education
Reinventing Education
Act 51/SLH 2004 enables the
Transformation of Public Education
Improved Student Achievement
Accountability Streamlining Empowerment
33
Accountability
Principals
IV
Performance Contracts for Principals
Teachers
VII
Teacher National Board Certification program
Salary differential for NBC teachers
Hawaii Teacher Standards Board – 1 position
College of Ed faculty – 8 positions
Educational
IX
Accountability
Assess and track measures of academic
achievement, safety and well being, and civic
responsibility
Annual Hawaii State Assessment
Fiscal accountability
Evaluations of CAS/ principals
Not less than 70% of operating budget
34
expended by principals
Streamlining
Information
Technology
Infrastructure
III
Reduction of
Bureaucracy
VIII
Funding to improve IT Infrastructure (Support
Instructional, student information, fiscal, human
resources, and outcome based research systems).
Security and Privacy infrastructure
School Technical Support
eSIS customization
Training
Interagency Working Group creation
DAGS Repair & Maintenance transfer 7/1/04
Hawaii 3R’s transfer 7/1/04
DAGS & DHRD functions transfer 7/1/05
B&F & DOH functions transfers deferred to
7/1/07 – MOU with B&F 6/28/06
AG & DHS transfer repealed by Act 225/06
Single School calendar
Standard Practices (additional streamlining)
Carry over 5% for all EDNs
Fiscal flexibility between EDNs and cost
35
elements
Empowerment
Weighted Student
Formula
II
Committee on Weights Creation
Weighted Student Formula Phase I
Principals
IV
Principals academy
Principals authority defined
12 month principals
Appropriation for Principal Recall days
Two Separate EO Classifications
Appropriation for ACE*
Community
Involvement
Students
IX
V
VI
Creation of School Community Councils
PCNC** funding for every school
Math Textbooks
Lower class sizes in K-2
Year round Student Activities Coordinator
*Administrator Certification for Excellence
**Parent Community Networking Centers
36
DOE supports equitable educational
opportunity for all students
Weighted Student Formula
(WSF) is a way to allocate
funds to schools based on
student educational needs.
37
Underlying Assumptions for
Equity:
1. Schools with similar students should get
a similar amount of funds.
2. Schools with students who have a harder
time becoming proficient should get more
funds to support their efforts.
38
SY2005-06 Data Indicates:
• Schools with higher % of economically
disadvantaged students have lower % of
proficient readers*
• Schools with higher % of ESL students have
lower % of proficient readers*
• Schools with higher % of transient students have
lower % of proficient readers
• Also true in national data
39
Other Cost Factors:
• Very small schools can cost up
to 40% more per student
• K-12 class ratios
• Isolated schools
• Multi-track schools cost more
in some operational areas
40
Percent of Students with
Special Needs 2006
Economically
Disadvantaged
30%
Special
Education
5%
Section 504
1%
English Second
Language
Learners
3%
Multiple Special
Needs
13%
No Special
Needs
49%
Totals may not be exactly 100% due to rounding
Over 50% of our students require more resources!
41
Weights for SY2006-07
Value of “1” = $4,288.40
Weighted Characteristic
Weight
$ Value
Economically
Disadvantaged
.100
$428.84
ESL
.189
$808.78
K-2
.150
$643.26
Geographic Isolation
.005
$21.44
Multi-track
.005
$21.44
School Level
Transiency
Small School Adjustment
Varies by School Level
.025
$107.21
per student
under enrollment
$400
42
WSF provides for flexibility at
the school level
• In WSF, 2/3 of school’s funds are given in
one allocation that can be used flexibly for
a school’s plan to increase student
achievement.
– Academic/Financial Plan annually
• The allocation is based on the number of
students and their special challenges.
43
Funds in WSF- SY2006-07 come from a
number of sources
• Total of $854 Million
– Program funds covering basic instructional
needs at every school
– School level funds that were designated for
certain programs (e.g. Student Activities
Coordinator)
– Programs with funds that can be distributed
evenly based on a formula (e.g. ESL)
44
Act 160/SLH2006, Section 47.1
• $20M – Base Foundation - SY2006-07
– Elementary
– Middle
– High School
– Combination
$63,300
$84,350
$126,580
$147,680
• $20M – Base Foundation - SY2007-08
– Not included in Executive Budget
– Executive Budget includes $20 M
in WSF for Equipment Replacement
45
WSF SY2008-09:
Under Construction
• Developing a formula based on
•
–
Level of funding at successful schools of various
sizes
–
Level of funding necessary to provide adequate
educational opportunities
–
Appropriate adjustments for small, rural, and
unique schools
Reviewing categorical programs
46
What is the current DOE
Budget?
How a Dollar is Spent in the DOE
(SY2006-07 Operating Budget – Expense Categories)
Salaries and
Fringe
Benefits
$0.65
Utilities, Contracted
Svcs, Minor R&M,
Instructional Materials,
etc. $0.25
Debt Service $0.10
48
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
73% Spent by Principals
23% State level Central Services
2% Instructional Support
2% State /Cmplx Area Administration
49
Copyright © 2007 Hawaii State Department of Education
DOE Operating Budget
SY2006-07 per Act 51/SLH 2004
(excludes Debt Service)
Special
Education
$0.13
Food Service, Student
Transportation, Utilities,
Work-order R & M $0.10
Special &
Trust Funds
$0.01
$0.73
Expended
by
Principals
Categorical General/
Fed Fund Programs
$0.12
Weighted
Student
Formula
$0.47
Adult
Education &
A+ $0.02
$0.23
Centrally
Expended
for Schools
Centralized
SPED &
Related Svcs
$0.11
Instructional
Support
$0.02
State &
Complex
Area
50
$0.02
DOE Centralized Services
–
–
–
–
–
–
–
–
–
–
–
Paying electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support
• Autism, school based behavioral health, etc.
• Special education provision and recordkeeping
51
Copyright © 2007 Hawaii State Department of Education
Statewide Responsibilities
–
–
–
–
–
–
–
–
–
–
Strategic Planning
Student Achievement Standards Development
Budget Consolidation
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
52
Copyright © 2007 Hawaii State Department of Education
The DOE Budget has increased primarily due to
the following:
The pass-through of fringe benefits and
debt service
Services to special needs students
Transfer of specific programs
A significant portion of these pass-through
costs came from Budget and Finance
DOE - Summary of Appropriations ($ Millions)
Health Fund, Pension Accumulation, Social Security, Debt Service,
and Risk Management
$600
$500
$400
$300
$200
$100
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Pass-through Items
54
Copyright © 2007 Hawaii State Department of Education
Special Education also expanded in compliance
with the Felix Consent Decree
DOE - Summary of Appropriations ($ Millions)
Special Education Services
$300
$250
$200
$150
$100
$50
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Special Education Services
55
Copyright © 2007 Hawaii State Department of Education
Most recently, other programs like Facilities
Development and Repair & Maintenance
were transferred
DOE - Summary of Appropriations ($ Millions)
Night Security, Student Transportation, Repair and Maintenance Projects,
Facilities Development and Maintenance
$60
$50
$40
$30
$20
$10
$0
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
Other Programs Transferred to DOE
56
Copyright © 2007 Hawaii State Department of Education
Fringe Benefits, Debt Service and Special
Education Account for $1 Billion of the Increase in
DOE Budget Over the Past 30 Years
Curriculum, Instruction, Student
Support, Evaluation
State & District Administration
$2,500,000,000
After School Plus (A+)
$2,000,000,000
Adult Education
$1,500,000,000
Utilities, R&M, HazMat
Custodial Services
$1,000,000,000
Student Transportation
$500,000,000
School Food Services
$0
Special Education
1973-74
2006-07
Fringe Benefits, Debt Service
Regular Education
This is almost 50% of our Operating Budget!
57
30-Year Growth in DOE Budget Has Been Only 2% Per Year,
Excluding Special Education, Fringe Benefits and Debt Service,
Adjusted for Inflation (constant 2005 dollars),
Consistent With National Averages*
1,200,000,000
Curriculum, Instruction,
Student Support, Evaluation
1,000,000,000
800,000,000
State & District
Administration
600,000,000
Adult Education and A+
400,000,000
School Food Services,
Custodial, Utilities, Student
Transportation
Regular Education
200,000,000
05
04
-
20
20
00
95
99
-
19
19
94
-
90
89
-
85
19
84
-
80
19
79
19
19
74
-
75
0
* National Center for Education Statistics, Digest of Education Statistics, 2002:
Lower Education Expenditures grew by 2% per year from $200 Billion in 1970 to $350 billion
in 2000, adjusted for inflation.
58
Copyright © 2007 Hawaii State Department of Education
Compared to other large school districts
Hawaii’s performance per dollar is notable
4th Grade NAEP Scores and Funding
240
232
229
230
$14,000
NAEP Score
220
220
216
211
210
207
208
$13,000
$12,000
210
$11,000
198
200
196
$10,000
$9,000
191
190
Funds per Student
230
$15,000
$8,000
180
$7,000
Boston
Washington San Diego
DC
4th Grade Reading
Hawaii
4th Grade Math
Chicago
LA Unified
Funds per Student
Source: National Center for Educational Statistics
Funding– SY 2003-04 Achievement – 2005 Urban Pilot
59
Operating Budget Request
Board of Education Budget Request
compared to Executive Budget Request
Fiscal Biennium 07-09
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
• Board of Education sets the priorities
• Priorities are based on the Board’s and the
Department’s Visions, Strategic Plan, and such
mandates as:
– No Child Left Behind Act
– Individuals with Disabilities Education Improvement Act of
2004
– Sustaining special education services
– Reinventing Education Act of 2004 (Act 51/SLH 2004)
61
Copyright © 2007 Hawaii State Department of Education
Operating Budget Process
Biennium budget: Budget and Finance Instructions stated
requests for additional funding may be proposed for:
•
•
•
High-priority program initiatives of the Governor
Recurring costs from specific appropriations acts
Non-discretionary expenses:
–
–
–
–
–
•
Debt service
Employee fringe benefits
Court orders/consent decrees/Federal mandates
Risk Management
Costs of fuel and utilities
Critical activities/services for public health and safety
62
Copyright © 2007 Hawaii State Department of Education
Department of Education
Programs
EDN
Title
Description
100
School Based Budgeting
Classroom instruction; curriculum programs; at-risk
programs; fringe benefits; and debt service.
150
Comprehensive Student Support
Services
Special needs assessment; special education;
school-based behavioral health; autism; other
related services.
200
Instructional Support
Support for curriculum, instruction and students;
assessment; system accountability/monitoring.
300
State and Complex Area
Administration
Board of Education; Superintendent; Complex Area
Superintendents; communications; civil rights
compliance; business services; fiscal services;
human resources; and information technology.
400
School Support
School food services; utilities; repairs and
maintenance; student transportation.
500
School Community Services
After-school Plus (A+) program;
adult education.
63
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08
EDN
BOE Req
100
$
45.5
Exec Req
$
26.1
Difference
$
19.4
Restoration of WSF: Act
160/06
21.0
-
21.0
150
14.7
5.0
9.7
200
7.4
3.9
3.5
300
3.9
0.2
3.7
400
32.9
18.4
14.5
500
-
-
-
rounding
-
0.1
Subtotal
$
Increases in Fringes, Debt
Service
Total Request
$
13.5
$
Adjusted base budget*
Total DOE GF Budget
125.4
138.9
2,051.7
$
13.5
$
1,912.8
$
53.7
(0.1)
67.2
$
1,912.8
$
1,980.0
71.7
71.7
-
$
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
71.7
64
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09
EDN
BOE Req
100
$
47.5
Exec Req
$
26.5
Difference
$
21.0
Restoration of WSF:
Act 160/06
21.0
150
13.9
5.0
8.9
200
6.3
2.4
3.9
300
4.6
0.2
4.4
400
39.4
23.9
15.5
500
-
-
-
Subtotal
$
Increases in Fringes,
Debt Service
Total Request
$
38.6
$
Adjusted base budget*
Total DOE GF Budget
132.7
-
171.3
2,084.1
58.0
$
38.6
$
1,912.8
$
21.0
96.6
$
1,912.8
$
2,009.4
74.7
74.7
-
$
74.7
*FY07 budget plus Collective Bargaining increases, minus WSF $21M and non-recurring costs
65
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2007-08 (Excluding Fixed Costs)
($ millions)
BOE
Request
BOE-Approved Budget Requests
Shortfalls
$
Executive
Budget
32.1
$
18.7
Difference
$
13.4
Weighted Student Formula
29.3
20.0
9.3
NCLB / Restructuring / School Redesign
12.3
8.7
3.6
1.6
0.9
0.7
10.4
1.2
9.2
Equipment / Facilities
3.9
2.4
1.5
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
125.4
$
53.7
$
71.7
66
Board of Education General Fund Budget Request
Compared to Executive Budget
FY 2008-09 (Excluding Fixed Costs)
($ millions)
BOE-Approved Budget Requests
Shortfalls
BOE
Request
Executive
Budget
$
$
39.1
23.7
Difference
$
15.4
Weighted Student Formula
29.6
20.0
9.6
NCLB / Restructuring / School Redesign
12.4
7.3
5.1
2.1
1.4
0.7
11.0
1.5
9.5
Equipment / Facilities
2.7
2.3
0.4
Enrollment
4.0
(0.2)
4.2
Risk Management
1.2
1.2
---
21.0
---
21.0
Continuation of Specific Appropriations
3.9
1.0
2.9
Transfers
5.7
(0.2)
5.9
Other Student Needs
Infrastructure / Technology
Recurring Items in Act 160/06
Total
$
132.7
$
58.0
$
74.7
67
Shortfalls
FY2007-08
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
14.9
$
Difference
6.0
$
8.9
10.0
7.4
2.6
Maintenance Services Contracts
4.0
3.6
0.4
Electricity
1.6
0.4
1.2
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
32.1
$
18.7
$
13.4
68
Shortfalls
FY2008-09
($ millions)
Description
BOE
Request
Food Services
$
Student Transportation
Executive
15.7
$
Difference
6.7
$
9.0
14.0
11.4
2.6
Maintenance Services Contracts
4.5
3.6
0.9
Electricity
3.3
0.7
2.6
Workers Compensation
1.6
1.3
0.3
TOTAL Shortfalls
$
39.1
$
23.7
$
15.4
69
Weighted Student Formula
FY 2007-08
($ millions)
Description
Conversion of VPs to 12-month schedule
(2 mos salary)
BOE Request
$
8.6
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.3
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.6
-
0.7
$
9.3
Difference
$
21.0
70
Weighted Student Formula
FY 2008-09
($ millions)
Description
Conversion of VPs to 12-month schedule (2
mos salary)
BOE Request
$
8.9
Executive
$
Difference
-
Begin replacement of classroom equipment
statewide
20.0
20.0
Increase hourly pay for classroom cleaners
and adult lunch supervisors to $8.00/hr
0.7
-
TOTAL Weighted Student Formula
Description
Restoration of recurring items in Act 160/06
($20M additional funds for WSF, $1M
Superintendent's fund)
$
29.6
BOE Request
$
21.0
$
20.0
Executive
$
-
$
8.9
-
0.7
$
9.6
Difference
$
21.0
71
NCLB / Restructuring / School Redesign
FY 2007-08
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
6.0
$
Difference
5.0
$
1.0
Student assessment, accountability
2.9
2.2
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
1.6
1.5
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.3
$
8.7
$
3.6
72
NCLB / Restructuring / School Redesign
FY 2008-09
($ millions)
Description
Additional services for schools restructuring
under NCLB
BOE
Request
$
Executive
7.5
$
Difference
5.0
$
2.5
Student assessment, accountability
2.6
1.9
0.7
Secondary School Redesign
1.8
-
1.8
ESL and Hawaiian Language Immersion
Program test development and testing
0.5
0.4
0.1
TOTAL NCLB/Restructuring/School Redesign
$
12.4
$
7.3
$
5.1
73
Other Student Needs
Fiscal Year 2007-08
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.5
$
Difference
0.5
$
-
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.4
0.2
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.1
-
0.1
TOTAL Other Student Needs
$
1.6
$
0.9
$
0.7
74
Other Student Needs
Fiscal Year 2008-09
($ millions)
Description
Educational Interpreters for mainstream deaf
students
BOE
Request
$
Executive
0.4
$
Difference
0.5
$
(0.1)
Newcomer Centers for new ESL students
0.4
-
0.4
Athletic Trainers
0.9
0.7
0.2
Treatment for drug-addicted youths
0.2
0.2
-
House-parents/supplies for Hawaii Center for
the Deaf and the Blind
0.2
-
0.2
TOTAL Other Student Needs
$
2.1
$
1.4
$
0.7
75
Infrastructure / Technology
FY 2007-08 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
1.6
$
Difference
-
$
1.6
Business Manager positions for schools
1.3
-
1.3
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
0.7
-
0.7
Sewer and water charges
0.8
0.6
0.2
New Financial Management System
0.7
-
0.7
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
76
Infrastructure / Technology
FY 2007-08 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.2
-
0.2
Maintenance of video conference equipment
0.2
0.2
-
National Board Certified Teacher
differentials/reimbursement
0.2
-
0.2
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
TOTAL Infrastructure / Technology
$
10.4
$
1.2
$
9.2
77
Infrastructure / Technology
FY 2008-09 (page 1 of 2)
($ millions)
Description
Integrated student services data management
system eCSSS
BOE
Request
$
Executive
0.8
$
Difference
-
$
0.8
Business Manager positions for schools
1.4
-
1.4
Wide Area Network upgrade; centralized help
desk
1.0
-
1.0
Conversion of data to eSIS, further
customization
1.0
-
1.0
New System Monitoring & Compliance Section
1.0
-
1.0
Sewer and water charges
1.2
1.0
0.2
New Financial Management System
1.2
-
1.2
Para-Educator training and Mentor programs
0.5
-
0.5
Training/Recruitment of teachers for students
with visual impairments and orientation &
mobility needs
0.5
-
0.5
Masters in Education Teaching program
0.5
-
0.5
78
Infrastructure / Technology
FY 2008-09 (page 2 of 2)
($ millions)
Description
BOE
Request
Executive
Difference
Vehicle replacement for Facilities Maint crews
0.3
0.2
0.1
Charter School Review Panel (Act 298/06)
0.3
0.1
0.2
Rental of office space
0.3
-
0.3
Maintenance of video conference equipment
0.1
0.1
-
National Board Certified Teacher
differentials/reimbursement
0.3
-
0.3
SEA Office for Public Charter Schools
Program
0.2
-
0.2
Teach for America contract fees
0.2
-
0.2
School Food Authority operating costs
0.1
0.1
-
Positions for Accounting Section
0.1
-
0.1
1.5
9.5
TOTAL Infrastructure / Technology
$
11.0
$
79
Equipment / Facilities
FY 2007-08
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
2.8
$
Difference
2.3
$
0.5
Furniture for new school facilities from CIP
projects
0.1
0.1
-
Facilities Asset Management Plan
1.0
-
1.0
TOTAL Equipment / Facilities
$
3.9
$
2.4
$
1.5
Schools included in Executive requests for equipment or furniture:
Anuenue, Kaimuki HS, Aiea Inter, Radford HS, Webling, Mililani Waena,
Keone'ula, Ewa Makai Middle, Naalehu, Maui Waena, Maunaloa, and
temporary classrooms statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at Waimalu, Pearl City El, Kealakehe Inter, Baldwin HS
80
Equipment / Facilities
FY 2008-09
($ millions)
Description
Equipment for new school facilities from CIP
projects
BOE
Request
$
Executive
1.8
$
Difference
1.8
$
-
Furniture for new school facilities from CIP
projects
0.8
0.5
0.3
Facilities Asset Management Plan
0.1
-
0.1
TOTAL Equipment / Facilities
$
2.7
$
2.3
$
0.4
Schools included in Executive requests for equipment or furniture:
Aiea Inter, Radford HS, Webling, Haleiwa, Mililani Waena, Campbell HS,
Ewa Makai Middle, Keaau Middle, Naalehu, Pahoa Hi & Inter, Hilo HS,
Waimea Middle PCS, Wailuku II El, Lanai Hi & El, and temporary classrooms
statewide
Schools excluded from Executive request for equipment or furniture:
Renovation projects at McKinley HS, Stevenson Middle, Kalakaua Middle,
Aiea HS, Hickam El, Makalapa El, Pearl City HS, Baldwin HS, Lahainaluna
HS, and Kilauea El
81
Budget Adjustments for Enrollment
FY 2007-08
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
82
Budget Adjustments for Enrollment
FY 2008-09
($ millions)
Description
Additional special education teachers and
educational assistants for increase in special
education pre-school students
BOE
Request
$
Reduction in regular education teacher FTEs
due to decline in enrollment projection
TOTAL Enrollment
Executive
4.0
$
$
4.0
Difference
4.3
$
(4.5)
$
(0.2)
(0.3)
4.5
$
4.2
83
Other General Fund Items
FY 2007-08
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
84
Other General Fund Items
FY 2008-09
($ millions)
Description
Continuation of specific appropriations
BOE
Request
$
Executive
3.9
$
Difference
1.0
$
2.9
Transfers
- Artist in the Schools to SFCA
(0.2)
(0.2)
-
- School Health Aides from DOH
5.6
-
5.6
- Infrastructure for School Health Aides
0.3
-
0.3
Subtotal - Transfers
TOTAL - Other General Fund Items
$
5.7
$
9.6
$
$
(0.2)
$
5.9
0.8
$
8.8
85
Total DOE Operating Budget
Executive Request
All Funding Sources
General Funds
Special Funds
Federal Funds
Trust Funds
Interdepartmental Transfers
Revolving Funds
Grand Total - Executive Request
FY2008
$1,980.0
32.9
262.2
6.3
12.3
19.4
$2,313.1
FY2009
$2,009.4
33.5
261.8
6.8
13.8
19.4
$2,344.7
Grand Total – BOE Request
$2,386.1 $2420.8
86
Board of Education
Capital Improvement Program (CIP)
Budget Request
Fiscal Biennium 07-09
School Building Improvements
(Major R&M) – Total Backlog
$800
Delink w/
DAGS
$700
($Millions)
$600
$500
$400
$300
$200
$100
$0
Jan.
2001
Aug.
2001
Mar.
2002
Dec.
2003
Apr.
2004
Sep.
2004
Sep.
2005
Sep.
2006
88
Whole School Renovation Project
Qtr 3, 2006 Qtr 4, 2006
Project
Qtr 1, 2007
Qtr 2, 2007
Qtr 3, 2007
Qtr 4, 2007
Qtr 1, 2008
Qtr 2, 2008
Qtr 3, 2008
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Group One (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Group Two (32 Schools
Design Phase
Bidding Phase
Construction Phase
Group Three (32 Schools)
Design Phase
Bidding Phase
Construction Phase
Eighteen Month Project is on schedule!
89
Whole School Renovation Project
Status by Phases
96
Total Schools
Completed Initial
Scoping
87
Pre-final Drawings
Completed
19
Construction Bid
Awards
10
Notice to Proceed
10
Number of Schools
90
Memorandum of Understanding
between DOE and Budget & Finance
CIP Allotment Process
B&F and DOE agree to use the
BOE CIP Priority List established for each fiscal year
DOE submits written annual
encumbrance plan request to B&F
B&F and DOE meet to discuss total
amount of moneys that will be allotted and
procedures and schedule for allotment
MOU is automatically extended
MOU can only be terminated if B&F
and DOE have mutually agreed to a
replacement process for the allotment of CIP moneys
91
LEED Certification
Waipahu Intermediate School
Cafeteria
•LEED = Leadership in Energy and
Environmental Design
–100% Day-lighting of Dining Area
–88% of construction waste diverted from Landfill
–65% reduction in irrigation water consumption
Completed in April 2006
–Architect: Ferraro Choi
–Contractor: Okada Trucking
•Fifth LEED Certified Building in Hawaii
Waipahu Intermediate School
Cafeteria
93
Capital Improvement Program (CIP)
Prioritization Matrix
• Classroom space is becoming a critical factor in
supporting growing communities as well as an influx of
special education and behavioral health professionals at
the school level.
• Prioritization Process
Health and Safety
Classroom Capacity
Program Needs
Support Facility Projects
State / District Improvements
94
Department of Education
Capital Improvement Program (CIP)
Process of Obtaining Input
• Input gathered from many sources:
– School level personnel;
– DOE administrators;
– Community organizations (Neighborhood boards,
PTSA, etc.);
– Enrollment projections;
– Classroom capacity data.
95
Department of Education
Capital Improvement Program
(CIP)
FY 2007-08 Budget Request Highlights*
Project Description
Ewa Makai Middle School
FY 2007-08 Amount
$67.7 million
Wailuku II Elementary School
$43.0 million
Electrical Upgrades (92 schools
statewide)
$75.0 million
School Building Improvements
(R&M)
Other**
Total CIP FY 2008
$75.0 million
$137.0 million
$397.7 million
* Board approved 34 projects (14 line item plus 20 lump sum areas), totaling $397.7 million.
**Other projects include projects such as ADA improvements, asbestos and lead removal,
noise/heat abatement, telecommunications, and new facilities at existing schools.
96
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2007-08
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2007-08
Executive
Budget
Difference
$397.7
$145.2
$252.5
34
15
19
97
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
FY 2008-09
($ millions)
BOE Request
CIP Project
Funding
Number of
Line Items
FY 2008-09
Executive
Budget
Difference
$400.8
$154.9
$245.9
34
13
21
98
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2007-08
($ millions)
Funding
Source
SEFI
(Special)
Private
Funds
G. O. Bonds
Total
BOE Request
$396.3
$
1.4
FY 2007-08
Executive
Budget
$ 90.2
$
1.4
Difference
$306.1
$
0
---
$ 53.6
$ (53.6)
$397.7
$145.2
$252.5
SEFI=State Educational Facilities Improvement
99
Board of Education Request
Compared to Executive Request
Capital Improvement Program (CIP)
By Funding Source
FY 2008-09
($ millions)
Funding
Source
SEFI
(Special)
Private Funds
G. O. Bonds
Total
BOE Request
$400.8
----$400.8
FY 2008-09
Difference
Executive
Budget
$ 47.4
$353.4
--$107.5
$154.9
--($ 107.5)
$245.9
SEFI=State Educational Facilities Improvement
100
Growing what we’ve learned
about Student Achievement…
•Replicate practices in every school, in every
class, across the system
•Provide the tools to do the work
101
Student Achievement Growth
Grade Three Reading 2002 to 2006
82%
79%
78%
90%
76%
69%
80%
Percent Proficient
70%
60%
50%
52%
50%
47%
43%
43%
40%
2002
2003
43%
2004
2005
2006
31%
23%
30%
20%
14%
10%
10%
0%
Statewide
Palolo Elementary
Momilani Elementary
102
Mahalo for all your support
these past years!
103